2025-11-14T12:15:23-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2024-01-01 954124436 THE FULLER FOUNDATION FULL 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 BRIAN RIETZE COO / CFO 6267923232 2025-11-13 1 1 MICHAEL LUMSDEN P01262236 2099556100 2025-11-13 2024 2025-03-06 01:10:19Z DASHA THOMAS 135 N OAKLAND AVENUE PASADENA CA 91182 19399073 0 X WWW.THEFULLERFOUNDATION.ORG X 1987 CA THE FULLER FOUNDATION (THE "FOUNDATION") SERVES FULLER THEOLOGICAL SEMINARY (THE "SEMINARY") AND ITS CONSTITUENTS THROUGH STEWARDSHIP, GIFT AND ESTATE PLANNING, CHARITABLE GIVING, AND INVESTMENT MANAGEMENT SERVICES. THE FOUNDATION DOES THIS BY MANAGING THE SEMINARY'S ENDOWMENT AND PROVIDING DEVELOPMENT AND ALUMNI RELATIONS SERVICES, AS WELL AS PROVIDING TRUST ADMINISTRATION, DONOR-ADVISED FUNDS, AND INVESTMENT MANAGEMENT SERVICES FOR GENEROUS FRIENDS OF THE SEMINARY. 11 11 33 13 216503 87897 1870412 1424937 4949581 5412865 7014177 1087571 -137339 216503 13696831 8141876 3930038 3924700 0 0 3536412 3391065 0 0 233836 1352500 1460790 8818950 8776555 4877881 -634679 220467878 234599861 142511706 151423959 77956172 83175902 X THE FULLER FOUNDATION SERVES FULLER THEOLOGICAL SEMINARY THROUGH ADVANCEMENT ACTIVITIES AND ENDOWMENT MANAGEMENT, AS WELL AS ITS PARTNERS, INCLUDING CHURCHES AND DENOMINATIONS, AND THE BROADER CHRISTIAN COMMUNITY BY BEING A TRUSTED ADVISOR IN THE PROVISION OF FINANCIAL SERVICES. 0 0 7519258 3924700 5412865 SEE SCHEDULE OTHE SERVICES OF THE FULLER FOUNDATION BENEFIT AND CARRY OUT THE CHARITABLE PURPOSES OF CHRISTIAN BASED AND OTHER CHARITABLE ORGANIZATIONS. THIS INCLUDES DIRECT SUPPORT OF FULLER THEOLOGICAL SEMINARY, OTHER CHRISTIAN BASED ORGANIZATIONS, OTHER CHARITABLE ORGANIZATIONS, AND VARIOUS DESIGNATED, RESTRICTED, OR ENDOWMENT FUNDS. THE FOUNDATION FULFILLS ITS PURPOSES THROUGH THE ADMINISTRATION AND MANAGEMENT OF FULLER THEOLOGICAL SEMINARY'S FUNDRAISING, ALUMNI RELATIONS ACTIVITIES, AND MANAGEMENT OF CERTAIN ENDOWMENT FUNDS DESIGNATED TO SUPPORT FULLER THEOLOGICAL SEMINARY. ADDITIONALLY, THE FOUNDATION MANAGES CHARITABLE TRUSTS, CHARITABLE FUNDS, DONOR ADVISED FUNDS, AND GIFT ANNUITY TYPE ACCOUNTS. PROGRAM RELATED DISTRIBUTIONS INCLUDE GIFTS AND GRANTS TO THE SEMINARY AND A BROAD BASE OF CHARITABLE ORGANIZATIONS, INCLUDING GIFTS FROM DONOR ADVISED FUNDS. GIFTS AND GRANTS ARE PREDOMINATELY TO U.S. BASED IRS DETERMINED 501(C)(3) CHARITIES. SELECT GRANTS AND GIFTS ARE MADE TO FOREIGN ORGANIZATIONS THAT HAVE BEEN DETERMINED TO BE ORGANIZED FOR EXCLUSIVELY CHARITABLE PURPOSES. OTHER ACTIVITIES INCLUDE PROVIDING TRUST FIDUCIARY SERVICES TO OTHER CHARITABLE ORGANIZATIONS WITH A CHRISTIAN MISSION. 7519258 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 11 0 1 33 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 1 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X BRIAN RIETZE 6267923232 135 N OAKLAND AVENUE PASADENA CA 91182 LAUREN YAMAOKA SR. DIRECTOR OF DEV. & FOUNDATIONS 40.00 0.00 X 259107 0 54347 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SVCS. 2.00 38.00 X 11447 217487 69984 BRIAN RIETZE CHIEF FINANCIAL OFFICER 20.00 20.00 X 117912 117912 58002 DASHA THOMAS CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 236720 0 32176 JOHN KAMPERSCHROER SR. DIRECTOR OF DEVELOPMENT 40.00 0.00 X 183319 0 37869 RONALD SMICKER DIRECTOR OF DEVELOPMENT 40.00 0.00 X 138673 0 39844 LUZ MOSQUEDA ACCOUNTING MANAGER 40.00 0.00 X 109581 0 43971 MELISSA FRIETAS DIRECTOR OF DEVELOPMENT 40.00 0.00 X 130327 0 20980 REGINA GRAHAM DIRECTOR OF CHURCH ENGAGEMENT 40.00 0.00 X 113443 0 25105 NICOLE SHELLEY SECRETARY / OFFICE OPS MANAGER 40.00 0.00 X 91286 0 32839 ROBERT CEREMSAK CHAIR / ACTING EXECUTIVE DIRECTOR 5.00 0.00 X X 0 0 0 COLETTE COZEAN DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE DRAKE DIRECTOR 1.00 0.00 X 0 0 0 DAVID EMMANUEL GOATLEY DIRECTOR 1.00 0.00 X 0 0 0 DANNY KUO DIRECTOR 1.00 0.00 X 0 0 0 JOANNE MATHEW DIRECTOR (AS OF 10/2024) 1.00 0.00 X 0 0 0 DANIEL MEYER DIRECTOR (THROUGH 10/2024) 1.00 0.00 X 0 0 0 RUSS MICHEALSEN DIRECTOR 1.00 0.00 X 0 0 0 SHIRLEY MULLEN DIRECTOR (AS OF 10/2024) 1.00 0.00 X 0 0 0 JAMES REA JR DIRECTOR 1.00 0.00 X 0 0 0 MICHELE RUBY DIRECTOR (THROUGH 5/2024) 1.00 0.00 X 0 0 0 JODY VANDERWEL DIRECTOR 1.00 0.00 X 0 0 0 DANIEL VILLANUEVA VICE CHAIR 1.00 0.00 X X 0 0 0 1391815 335399 415117 8 0 1 0 0 1424937 128077 1424937 COST RECOVERY ASSESSMENTS 525920 5411413 5411413 PRI INTEREST INCOME 522200 1452 1452 5412865 1192919 1192919 11151849 11257197 -105348 -105348 -105348 UBI FROM PASSTHROUGHS 523000 216503 216503 216503 8141876 5412865 216503 1087571 3924700 3924700 1089522 964565 75435 49522 1577471 1396551 109219 71701 176178 155972 12198 8008 358302 317208 24808 16286 189592 167847 13127 8618 10910 10910 80512 80512 345257 112431 232826 127953 127953 80156 40078 20039 20039 81464 26742 54722 215162 71714 143448 125533 41125 71180 13228 185736 92868 46434 46434 6952 6952 10486 3495 6991 14414 14414 COST RECOVERY EXPENSES 98309 98309 ALUMNI EVENTS 19868 19868 OTHER TAXES/LICENSES 4936 4936 REPAIRS & MAINTENANCE 331 110 221 52811 85675 -32864 8776555 7519258 1023461 233836 5784061 998499 2253990 70265 250190 545832 350000 350000 114456 155976 367832 364563 13755 3269 48114530 55546743 163016271 176861127 502475 0 68150 68150 220467878 234599861 376592 384400 38658 216667 142096456 150822892 142511706 151423959 X 24912202 27840871 53043970 55335031 77956172 83175902 220467878 234599861 X -634679 6102102 -247693 X 0 1 X 1 0 X 15805681 16358789 7512843 1870412 1424937 42972662 15805681 16358789 7512843 1870412 1424937 42972662 29712253 13260409 211622 351364 246018 556062 1192919 2557985 39644 175188 215003 429835 1990 1990 45962472 22572502 0.28850 0.27070 X PURSUANT TO TREASURY REGULATION SECTION 1.170A-9(F)(3), THE ORGANIZATION RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT DIRECTLY OR INDIRECTLY FROM THE GENERAL PUBLIC, AS WELL AS FROM ACTIVITIES RELATED TO EXEMPT FUNCTIONS AND IS ACTIVELY ENGAGED IN THE ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION IS PUBLICLY SUPPORTED UNDER THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:(I) TEN PERCENT-OF-SUPPORT LIMITATION: THE PERCENTAGE OF SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION FROM CONTRIBUTIONS AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS EQUALS AT LEAST 10 PERCENT.(II) ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION IS ORGANIZED AND OPERATED TO CONTINUOUSLY ATTRACT NEW AND ADDITIONAL SOURCES OF SUPPORT. THE ORGANIZATION IS REGISTERED AS A CHARITABLE SOLICITOR IN ALL STATES THAT REQUIRE REGISTRATION, WHICH HAS INCREASED FROM 1 STATE IN 2019 TO NEARLY ALL STATES REQUIRING REGISTRATION IN 2024. FUNDRAISING AND ACTIVITIES RELATED TO EXEMPT FUNCTIONS ARE CARRIED OUT BY QUALIFIED STAFF MEMBERS AND SUPPORTED BY THE BOARD OF DIRECTORS. PROMOTION AND AVAILABILITY OF THE ORGANIZATION'S SERVICE OFFERINGS AND PHILANTHROPIC PROGRAMS IS ONGOING.(III) PERCENTAGE OF FINANCIAL SUPPORT: FOR THE YEAR ENDING DECEMBER 31, 2024, PUBLIC SUPPORT EQUALED 28.85%, WHICH SATISFIED THE TEN PERCENT REQUIREMENT, AND REPRESENTS 1.78% INCREASE FROM THE PRIOR YEAR.(IV) SOURCES OF SUPPORT: THE ORGANIZATION REGULARLY RECEIVES PUBLIC SUPPORT FROM A NUMBER OF PEOPLE OVER A HANDFUL OF PROGRAMS. THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1987 AND HAS SERVED INDIVIDUALS, FAMILIES, AND ORGANIZATIONS IN THE LOCAL COMMUNITY AND THROUGHOUT THE UNITED STATES SINCE THAT TIME. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM CONTRIBUTIONS TO ITS DONOR-ADVISED FUND PROGRAM AND ORGANIZATION-OWNED SCHOLARSHIPS AND ENDOWMENTS THAT SUPPORT FULLER THEOLOGICAL SEMINARY. THE ORGANIZATION RECEIVES PUBLIC SUPPORT FROM SERVICE REVENUES RELATED TO EXEMPT FUNCTIONS FOR PHILANTHROPIC SERVICES PROVIDED TO THE PUBLIC, SUCH AS MANAGING A CHARITABLE TRUST PROGRAM, SERVING AS MANAGING MEMBER TO AN ENDOWMENT INVESTMENT ASSET POOL, AND MANAGING A CHARITABLE GIFT ANNUITY PROGRAM. GIVEN ITS LONG HISTORY AND STRONG REPUTATION, THE ORGANIZATION HAS ATTRACTED SOME WEALTHY INDIVIDUALS AND ORGANIZATIONS AS DONORS AND CLIENTS OF ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THESE WEALTHY DONORS AND CLIENTS CAN SKEW THE PUBLIC SUPPORT TEST DUE TO THE OFTEN SIGNIFICANT SIZE OF THE TRANSACTIONS, EVEN THOUGH THE TRANSACTION FREQUENCY AND ASSOCIATED WORK IS INSIGNIFICANT COMPARED TO THE OVERALL OPERATIONS AND ACTIVITIES OF THE ORGANIZATION WITH OTHER DONORS AND CLIENTS.(V) REPRESENTATIVE GOVERNING BODY: THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT IS CLOSELY ALIGNED WITH THE MISSION OF THE ORGANIZATION AND OFTEN SUPPORTS THE ORGANIZATION THROUGH CONTRIBUTIONS AND ENGAGEMENT IN ACTIVITIES RELATED TO EXEMPT FUNCTIONS. THE MEMBERS OF THE BOARD OF DIRECTORS HAVE SIGNIFICANT EXPERIENCE AND EXPERTISE IN THE PROGRAMS AND ACTIVITIES OF THE ORGANIZATION.(VI) AVAILABILITY OF PUBLIC SERVICES: THE ORGANIZATION CONTINUES TO OFFER A WIDE ARRAY OF SERVICES AND PHILANTHROPIC OPPORTUNITIES TO THE PUBLIC IN ALIGNMENT WITH ITS MISSION. THERE ARE NO FORESEEABLE PLANS TO CHANGE THE AVAILABILITY OF THE ORGANIZATION'S OFFERINGS TO THE PUBLIC, AND CONTINUED PUBLIC SUPPORT IS ANTICIPATED. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 1,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39 0 694169 0 1177029 0 8691784 0 1 1 36426964 363596 3523203 1777717 24007 38512039 33455086 511007 4251868 1769772 21225 36426964 42900142 588800 -8040372 1982765 10719 33455086 40899600 163758 3602430 1752980 12666 42900142 36668659 1158118 5670286 2585934 11529 40899600 0.06630 0.37660 0.55710 0 0 83894 83894 0 283938 280669 3269 3269 132000 C FULLER ENDOWMENT FUND LLC 159201509 F LEGACY VENTURE VIII LLC 1987133 F RVP OPP FUND II, LP 320135 F TIGER GLOBAL LP 3564520 F WHITE OAK FIXED INCOME FUND C 682913 F OTHER SECURITIES 10972917 F 176861127 INVESTED FUNDS HELD FOR SEMINARY 115431355 IRREVOC TRUSTS HELD FOR OTHERS 20281052 IRREVOC TRUSTS HELD FOR SEMINARY 312595 LIFE INCOME & ESTATE OBLIGATIONS 14797890 150822892 PART V, LINE 4: ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT GENERAL OPERATIONS, SPECIFIC ENDOWED CHAIRS, AND SCHOLARSHIP FUNDS OF FULLER THEOLOGICAL SEMINARY AND OTHER CHARITABLE ORGANIZATIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1053061 0 0 0 0 0 0 1053061 0 1053061 0 0 1 1 1 0 1 BOSKO 736 N WESTERN AVENUE SUITE 135 LAKE FOREST IL 60045 208598257 501(C)(3) 26000 0 GENERAL SUPPORT CALVIN COLLEGE 3201 BURTON STREET SE GRAND RAPIDS MI 49546 383071514 501(C)(3) 24000 0 GENERAL SUPPORT CAMPUS CRUSADE FOR CHRIST INTERNATIONAL 100 LAKE HART DRIVE 2400 ORLANDO FL 32832 330863088 501(C)(3) 22300 0 GENERAL SUPPORT CHRIST FOR THE CITY INTERNATIONAL INC 5855 N 90TH STREET OMAHA NE 68134 470789700 501(C)(3) 21300 0 GENERAL SUPPORT CHURCH OF THE SERVANT 3835 BURTON STREET SE GRAND RAPIDS MI 49546 237410095 501(C)(3) 32000 0 GENERAL SUPPORT COME AND SEE AFRICA 12102 NE PLANTATION ROAD VANCOUVER WA 98685 203511372 501(C)(3) 40000 0 GENERAL SUPPORT COMMUNITY OF THE WORD INC 14556 CENTRAL AVENUE CHINO CA 91710 261601585 501(C)(3) 10450 0 GENERAL SUPPORT CROSSROADS BIBLE CHURCH 15815 SE 37TH STREET BELLEVUE WA 98006 910897868 501(C)(3) 6000 0 GENERAL SUPPORT CRU PO BOX 628222 ORLANDO FL 328628222 956006173 501(C)(3) 8076 0 GENERAL SUPPORT EVANGELICAL FORMOSAN CHURCH SFV 7702 TAMPA AVE RESEDA CA 91335 237086097 501(C)(3) 30000 0 GENERAL SUPPORT FAMILY LEADERSHIP INC 1477 E SHAW AVE SUITE 140 FRESNO CA 93710 770537759 501(C)(3) 20000 0 GENERAL SUPPORT FIRST CHURCH OF THE NAZARENE OF PASADENA 3700 E SIERRA MADRE BOULEVARD PASADENA CA 91107 951729619 501(C)(3) 9750 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 180 N ADAMS STREET WICKENBURG AZ 85390 860214610 501(C)(3) 7800 0 GENERAL SUPPORT FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS CO 809201051 953188150 501(C)(3) 10000 0 GENERAL SUPPORT FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVENUE PASADENA CA 91182 951699394 501(C)(3) 2916124 0 GENERAL SUPPORT HAND IN HAND FARM 35105 EDE ROAD LEBANON OR 97355 273572044 501(C)(3) 15000 0 GENERAL SUPPORT IFESUSA PO BOX 436 PLATTEVILLE WI 53818 263538114 501(C)(3) 15000 0 GENERAL SUPPORT INTERNATIONAL ARTS MOVEMENT 2050 CENTER AVENUE 320 FORT LEE NJ 07024 134076426 501(C)(3) 10000 0 GENERAL SUPPORT INTERNATIONAL GENEROSITY FOUNDATION 1901 ULMERTON ROAD SUITE 400 CLEARWATER FL 33762 843754469 501(C)(3) 16000 0 GENERAL SUPPORT INTERNATIONAL ORTHODOX CHRISTIAN CHARITIES 110 WEST ROAD SUITE 360 BALTIMORE MD 21204 251679348 501(C)(3) 12000 0 GENERAL SUPPORT INTERVARSITY CHRISTIAN FELLOWSHIPUSA PO BOX 7895 MADISON WI 537077895 362171714 501(C)(3) 50000 0 GENERAL SUPPORT LEADERSHIP RESOURCES GROUP INC PO BOX 258 HANSVILLE WA 98340 453816754 501(C)(3) 6000 0 GENERAL SUPPORT LOGOS EVANGELICAL SEMINARY 9358 TELSTAR AVE EL MONTE CA 91731 954457666 501(C)(3) 20000 0 GENERAL SUPPORT MEN'S MINISTRY CATALYST PO BOX 182 LITTLETON CO 801600182 680023605 501(C)(3) 6000 0 GENERAL SUPPORT NEW DOOR VENTURES 3221 20TH STREET SAN FRANCISCO CA 94110 942780274 501(C)(3) 22500 0 GENERAL SUPPORT OFFICER'S CHRISTIAN FELLOWSHIP 4050 LEE VANCE DRIVE SUITE 330 COLORADO SPRINGS CA 809187102 381415401 501(C)(3) 7400 0 GENERAL SUPPORT OPPORTUNITY INTERNATIONAL PO BOX 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RESEDA BOULEVARD RESEDA CA 91335 953419526 501(C)(3) 7100 0 GENERAL SUPPORT THE VOICE OF THE MARTYRS 1815 SE BISON ROAD BARTLESVILLE OK 74006 731395057 501(C)(3) 60000 0 GENERAL SUPPORT THE WEDGEWOOD CIRCLE 109 CENTER ST NORTH SUITE 102 VIENNA VA 22180 263899171 501(C)(3) 35000 0 GENERAL SUPPORT TOUCH OF LOVE INTERNATIONAL (TOLI) 5785 NORTH UNION BOULEVARD COLORADO SPRINGS CO 80918 273566719 501(C)(3) 11250 0 GENERAL SUPPORT WEDGWOOD CIRCLE 109 CENTER STREET NORTH SUITE 102 VIENNA VA 22180 263899171 501(C)(3) 27000 0 GENERAL SUPPORT WHITWORTH UNIVERSITY 300 W HAWTHORNE ROAD SPOKANE WA 99251 910473310 501(C)(3) 10360 0 GENERAL SUPPORT WINDRIDER INSTITUTE PO BOX 1640 EAGLE ID 83616 202726607 501(C)(3) 35000 0 GENERAL SUPPORT YOUTH WITH A MISSION PO BOX 5417 CHULA VISTA CA 91912 330604992 501(C)(3) 10000 0 GENERAL SUPPORT 43 0 PART I, LINE 2: FOR EXPENDITURE RESPONSIBILITY GRANTS, THE FOUNDATION FOLLOWS THE PROCEDURES SPECIFIED BY THE IRS FOR PRE-GRANT INQUIRY, AWARD DOCUMENTATION, MONITORING AND REPORTING ANNUALLY. FOR GRANTS OTHER THAN EXPENDITURE RESPONSIBILITY, SUCH GRANTS ARE UNCONDITIONAL GIFTS TO QUALIFIED 501(C)(3) PUBLIC CHARITIES; THE FOUNDATION DETERMINES THEY HAVE CURRENT QUALIFIED CHARITABLE STATUS PRIOR TO MAKING THE GRANT, IN RELIANCE ON IRS DETERMINATION DATA PUBLICLY AVAILABLE. 0 0 0 0 0 0 0 1 0 LAUREN YAMAOKA SR. DIRECTOR OF DEV. & FOUNDATIONS 248107 0 11000 0 0 0 33977 0 20370 0 313454 0 0 0 TODD DERRICK SR. DIR. GIFT/ESTATE PLANNING SVCS. 11147 211787 300 5700 0 0 1465 27836 2034 38649 14946 283972 0 0 BRIAN RIETZE CHIEF FINANCIAL OFFICER 112412 112412 5500 5500 0 0 15051 15051 13950 13950 146913 146913 0 0 DASHA THOMAS CHIEF DEVELOPMENT OFFICER 225720 0 11000 0 0 0 29802 0 2374 0 268896 0 0 0 JOHN KAMPERSCHROER SR. DIRECTOR OF DEVELOPMENT 182319 0 1000 0 0 0 20667 0 17202 0 221188 0 0 0 RONALD SMICKER DIRECTOR OF DEVELOPMENT 137673 0 1000 0 0 0 12301 0 27543 0 178517 0 0 0 LUZ MOSQUEDA ACCOUNTING MANAGER 108581 0 1000 0 0 0 12166 0 31805 0 153552 0 0 0 MELISSA FRIETAS DIRECTOR OF DEVELOPMENT 129327 0 1000 0 0 0 11431 0 9549 0 151307 0 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS NOT COMPENSATED DURING 2024. PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES TO CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII AND/OR SCHEDULE J, PART II WHICH WOULD BE CONSIDERED "NON-FIXED PAYMENTS" IN THAT DISCRETION (IN PART) WAS UTILIZED TO DETERMINE THE AMOUNT OF BONUS PAYMENT AND/OR WHETHER TO MAKE A BONUS PAYMENT. TODD B DERRICK KEY EMPLOYEE REAL ESTATE CO-TENANCY AGREEMENT X 350000 350000 0 1 1 350000 X 5 128077 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS. HOWEVER, THE FORM 990 INSTRUCTIONS DEFINE "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WHO, PURSUANT TO A PROVISION OF THE ORGANIZATION'S GOVERNING DOCUMENTS, HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE OR TO RECEIVE DISTRIBUTIONS OF INCOME OR ASSETS FROM THE ORGANIZATION. ACCORDINGLY, THE ORGANIZATION HAS ONE MEMBER: FULLER THEOLOGICAL SEMINARY. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT AND BOARD CHAIR OF FULLER THEOLOGICAL SEMINARY SHALL EACH BE A DIRECTOR OF THE FULLER FOUNDATION DURING SUCH A PERIOD OF TIME AS HE OR SHE HOLDS SUCH OFFICE. ADDITIONALLY, THE FULLER THEOLOGICAL SEMINARY BOARD OF TRUSTEES SHALL SELECT ADDITIONAL VOTING MEMBERS OF THE BOARD OF THE FULLER FOUNDATION (SELECTED DIRECTORS"), SO LONG AS THE SEMINARY PRESIDENT, THE SEMINARY BOARD CHAIR, AND THE SELECTED DIRECTORS TOGETHER CONSTITUTE 49% (OR SUCH SMALLER NUMBER WHICH IS THE LARGEST POSSIBLE PERCENTAGE THAT DOES NOT EXCEED 49%) OF THE TOTAL NUMBER OF DIRECTORS OF THE FULLER FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE COO / CFO OVERSEES THE INTERNAL ACCOUNTING TEAM THAT PROVIDES DOCUMENTATION TO THE OUTSIDE TAX PREPARER, WHO PREPARES THE FORM 990 AND SIGNS THE RETURNS AS PAID PREPARER. ONCE A DRAFT OF THE FORM 990 HAS BEEN RECEIVED FROM THE OUTSIDE TAX PREPARER, THE INTERNAL ACCOUNTING STAFF AND COO / CFO PERFORM A REVIEW. THE COO / CFO RELEASES A COPY TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL, AND THEN FORWARDS TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY, AND ALL OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THIS POLICY IS MONITORED BY THE AUDIT COMMITTEE OF THE BOARD. OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IN 2017, DIRECTORS BEGAN PROVIDING WRITTEN AFFIDAVITS REGARDING THE ABSENCE OR EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT THAT A POTENTIAL CONFLICT OF INTEREST DID OCCUR, THE BOARD OF DIRECTORS WOULD REVIEW THE CIRCUMSTANCES CREATING THE POTENTIAL CONFLICT IN ACCORDANCE WITH CALIFORNIA CORPORATIONS CODE SECTION 5233. FORM 990, PART VI, SECTION B, LINE 15B DURING 2024, THE ORGANIZATION'S ACTING EXECUTIVE DIRECTOR WAS NOT COMPENSATED; ACCORDINGLY, FORM 990, PART VI, SECTION B, LINE 15A HAS BEEN ANSWERED "NO". IN DETERMINING THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS OR KEY EMPLOYEES, THE PROCESS INCLUDES A DETAILED REVIEW AND APPROVAL BY AN INDEPENDENT BOARD COMMITTEE USING RECOMMENDATIONS BY EXECUTIVE MANAGEMENT. RECOMMENDATIONS ARE MADE BASED ON ITEMS SUCH AS THE EMPLOYEE'S PERFORMANCE, COST OF LIVING CHANGES, AND COMPARISONS TO SIMILAR ORGANIZATIONS. PERFORMANCE REVIEWS AND COMPENSATION ADJUSTMENTS ARE EVALUATED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FULLER FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST AGREEMENTS -31,190. UNRELATED BUSINESS INCOME NOT RECORDED ON BOOKS -216,503. EVANSTON DEVELOPMENT LLC 608 N FAIR OAKS AVE UNIT 129 PASADENA CA 91103 900655742 INVESTMENTS CA N/A 0 0 FULLER ENDOWMENT FUND LLC 135 N OAKLAND AVE PASADENA CA 91182 352579788 INVESTMENTS CA THE FULLER FOUNDATION EXCLUDED 2196849 40584832 0 25483 1 0.29050 FULLER INVESTMENT MANAGEMENT COMPANY 135 N OAKLAND AVENUE PASADENA CA 91182 461707929 INVESTMENT ADVISOR DE THE FULLER FOUNDATION C 697979 244127 1.00000 1 CHARITABLE REMAINDER TRUSTS (4) SPLIT INTEREST CHARITABLE TRUST CA N/A T 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 FULLER INVESTMENT MANAGEMENT COMPANY O 159208 BOOK VALUE FULLER INVESTMENT MANAGEMENT COMPANY M 232826 BOOK VALUE FULLER INVESTMENT MANAGEMENT COMPANY Q 74589 BOOK VALUE FULLER ENDOWMENT FUND LLC B 2788099 BOOK VALUE FULLER ENDOWMENT FUND LLC S 2044363 BOOK VALUE